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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,852 | $72,273+115.6% | $101,275+53.9% | $79,856+95.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.33% | 22.30%-10.0pp | 46.48%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,004 | $2,691+48.8% | $3,660+9.4% | $2,471+62.0% |
| Participant deferral / active EE | $2,270 | $3,282-30.8% | $4,371-48.1% | $3,741-39.3% |
| Admin fee / account holder | $7,434 | $4,401+68.9% | $5,948+25.0% | $5,306+40.1% |